Maintenance Schedules
Maintenance schedules automate preventive service by creating service jobs when equipment reaches time or usage thresholds. Regular maintenance extends equipment life and prevents costly breakdowns during rentals.
Types of Maintenance Triggers
Trigger |
How It Works |
|---|---|
Calendar-based |
Every X days/weeks/months |
Usage-based |
Every X hours of operation |
Rental-based |
After every X rentals |
Return-based |
After every return (inspection) |
Creating a Maintenance Schedule
Go to Service → Schedules
Click "New Schedule"
Select trigger type
Configure schedule details
Assign to equipment
Save
Schedule Configuration
✓ Required
Schedule name
Trigger type and interval
Service type to create
○ Optional
Default technician
Service checklist
Parts typically needed
Estimated duration
Calendar-Based Schedules
Set maintenance to occur on a fixed interval:
Select "Calendar" trigger
Set interval: Days, weeks, or months
Set start date — When to begin counting
Example: "Service every 6 months"
💡
Tip: Calendar schedules work well for equipment that ages regardless of use — things with rubber seals, batteries, or calibration needs.
Usage-Based Schedules
Trigger maintenance based on hours of operation:
Select "Usage" trigger
Set hours threshold
Configure how hours are tracked
Example: "Service every 250 hours"
This requires either:
Equipment with built-in hour meters
Manual hour logging at returns
Rental-Based Schedules
Service after a number of rentals:
Select "Rental Count" trigger
Set rental threshold
Example: "Service every 10 rentals"
Good for equipment that wears based on use cycles rather than time.
Applying Schedules to Equipment
Individual Assignment
Open equipment item
Go to Maintenance tab
Click "Add Schedule"
Select schedule
Set last service date (to calculate next due)
Category Assignment
Open category settings
Add default maintenance schedule
All items in category inherit the schedule
Category assignment ensures new equipment automatically gets appropriate schedules.
Maintenance Alerts
CloudRent Pro alerts you when maintenance is due:
Dashboard widget — "Maintenance Due" count
Equipment list — Flag on items due
Notification — Daily digest of due maintenance
Advance Warning
Configure warning period:
Go to Settings → Service → Maintenance
Set "Warning Days" (e.g., 7 days before)
Equipment shows as "Due Soon" before the due date.
Auto-Create Service Jobs
Let schedules create jobs automatically:
Edit the schedule
Enable "Auto-create service job"
Set lead time (how early to create)
Jobs are created automatically when thresholds are reached.
Viewing Upcoming Maintenance
Go to Service → Schedules
Click "Upcoming" tab
See all equipment with upcoming due dates
Filter by:
Due this week
Due this month
Overdue
By category
Compliance Schedules
For regulatory requirements:
Create schedule matching compliance interval
Mark as "Compliance" type
Equipment blocked from rent if overdue
⚠️
Warning: Compliance-marked schedules can block equipment from being rented when overdue. Use this for safety-critical inspections.
Tips for Maintenance Schedules
📝 Follow Manufacturer Guidelines
Set schedules based on manufacturer service intervals.
💰 Balance Cost and Risk
More maintenance costs money. Less maintenance risks breakdowns.
📂 Review Periodically
Adjust schedules based on actual equipment performance and failure patterns.
🎯 Track Compliance
Use reports to ensure all maintenance is being completed on schedule.